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Schedule a one-on-one meeting

Employees, managers, and admins can schedule one-on-one meetings with anyone in the organization. They facilitate focused, private discussions between two participants, ensuring better engagement and personalized discussions. They are useful for performance reviews, mentorship, coaching, and confidential discussions, helping employees and managers communicate effectively.

Navigate to Apps > Meetings > My Meetings.

If you are scheduling meetings for the first time:

Schedule and manage one-on-one meetings1

📒Note: This page appears only when no meetings are scheduled.

Scheduled meetings appear on the “My Meetings” page.

If you already have meetings scheduled, follow the steps to schedule an additional meeting if required.

Create one-on-one meeting

You must create a one-on-one meeting with a participant before scheduling it.

Navigate to Apps > Meetings > My Meetings.

  1. Click Schedule at the top right and select One On One.

Schedule one-on-one meeting

     2.  Search for and select a participant, then click Save.

The one-on-one meeting is created but not scheduled yet.

Manage one-on-one meeting

After saving a one-on-one meeting, both organizer and participant can delete it if required.

Hover over the one-on-one meeting, click the Overflow undefined-Nov-03-2025-01-24-11-2983-PM Menu on the right, and select Delete One on One.

Schedule one-on-one meeting2
Prerequisites

Before scheduling meetings in Engagedly for the first time, it is recommended to connect your Google or Microsoft account to sync meetings with your calendar. This integration ensures that all scheduled meetings are easily accessible within the platform, helping you manage your time efficiently.

Contact our support team for calendar integration. After integration, link your Google or Microsoft account to sync meetings with your calendar.

If you have not connected your calendar, an alert appears at the top of the page after you schedule a meeting.

Navigate to Apps > Meetings > My Meetings.

  1. Click Schedule at the top right and select Import from calendar.

📒Note: If you have already created a meeting, perform this step. If you are scheduling for the first time, click Import.

     2.  Open the drop-down and select an account.

     3.  Click Sign in with Google if you use Google Calendar, or click Connect if you use Microsoft.

     4.  Log in to your account, click Continue, and click Allow to authenticate your account with the calendar.

📒Note: The meeting organizer’s email ID must match their Engagedly email ID to view the meetings they create in the Meetings module.

Schedule one-on-one meeting

After authenticating your account, schedule meetings and sync them with your calendar.

  1. Click Schedule now next to the saved one-on-one meeting.

⚠️Warning: After adding a participant, you cannot edit them when scheduling a meeting. However, you can delete the saved meeting if required.

     2.  Edit the meeting title.

     3.  Set the event date and time.

     4.  Search and select the time zone.

     5.  Select the meeting type.

📒Note: Google or Microsoft options are available only after integration. Refer to the prerequisites section to learn how to connect your account.

You can select from the following options:

    • Google Conference or Microsoft Conference: Available if your respective account is linked. The calendar link automatically.
    • Offline: Schedule an in-person meeting.
    • Others: Manually enter the conference link for platforms such as Google Meet, Zoom, or Slack.

     6. Enable Marissa Notetaker if you want to automatically capture meeting notes and summaries.

📒Note: “Marissa Notetaker” is available only when:

  • Your admins enable it for your organization. For more information, refer to Manage the meeting notetaker agent for meetings.
  • You select “Google Conference” or “Microsoft Conference” as the meeting type.

     7.  In the “Recurrence setup” field, use the toggle to schedule recurring meetings.

     8.  In the “Repeats Every” field, set the number of recurrences.

     9.  Open the drop-down and select the frequency.

If you select

    • Weekly: Select one or more days.
    • Monthly: Select a specific day or date.
    10.  In the “Recurrence Ends” field, select one of the following options:

If you select

    • Never: Meeting continues indefinitely.
    • Ends By: Set an end date (ends one day before the selected date in Google Calendar).
    • Ends After: Set the number of occurrences (ends after the specified number of occurrences).
      For example: If set to three, the meeting ends after three recurrences.

    11.  Enable Add meeting to calendar to automatically sync all meeting updates with your calendar.

📒Note: You must integrate with Google or Microsoft Calendar to add meetings to your calendar. Refer to the prerequisites section to learn how to connect your account.

    12.  Use the toggle Enable notifications for Participants.

    13.  Click Save.

Schedule a one-on-one meeting3

📒Notes:

  • Steps 4 to 12 are optional.

  • Follow steps 7 to 10 only if you want to create recurring meetings.
  • Participants can mute notifications, even when the organizer enables them during meeting creation.

Both organizers and participants can manage one-on-one meetings to ensure flexibility, shared ownership, and efficient collaboration. Learn more in Manage a meeting.

After scheduling a one-on-one meeting, you are redirected to the meeting details page, where you can add discussion points. Learn more in Add and manage discussion points.